Attachment Management
Add or modify attachments directly from document apps
STORY BEHIND THE FEATURES
ODOO BEHAVIOR
On any object is Odoo, you can add attachment. But you can do it only from the form view - button attachment. If you load a document, you cannot easily attach it to an object directly from the document app.
CLUEDOO BEHAVIOR
You can directly attach your loaded document from the document app, by selecting the related object (sales order, invoice,...) and then the related record.
MODULE+
Improve Document apps UX in order to directly work from this app.
CLUEDOO'S RECOMMENDATION
To be installed on 100% of the database.
OUR FEATURES AS SOLUTION
Link document on Document to a record
Move attachment from record to another record
HOW TO USE THIS MODULE ?
1
On document, we have the edit icon
2
When we click on the edit icon, it will show a wizard where we can relate the attachment to a record. Then we can also click on "Related Record" to see the record that has the attachment
3
Now we have attachment in the record